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Any update on this? It's a bummer to see our seats go unused as the sales team upgrades to 2013.
Hi Terri, HSIDB is our workflow tool which is actually a product our company develops that we use internally.
yay for you.yes. i'm a little jealous.
We utilize SFDC campaigns. Every nurture campaign has a corresponding SFDC campaign. Anyone in SFDC in that nurture campaign is tagged with that SFDC campaign. If someone syncs to SFDC later on we have a back end workflow that will add tha appropiate SFDC campaigns to their history.
We recently changed the values for our Country and State picklists in SFDC. We are working to update all the values but in the meantime folks are failing to sync because of a filed integrity issue on these fields. What filter would you use to pull a smart list of anyone who failed to sync because of...
To have it go out continually each year I would build a flow with several send email/wait send email/wait steps. I would also have slightly different emails for each years emails. Personally I would use the wait until and day of the week wait step so that they receive it on a business day but that m...
We created a channel for these.
You should look into workspaces for something like this. http://community.marketo.com/MarketoDeepDive?id=kA5500000008QMtCAM
For trigger on that try using Data Value Changes and use value of Go Live and new value is not empty.